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Marie, Totally hear you - a lot of firms hit that "there has to be a more modern way" moment with CCH Workstream/Workflow. If you're exploring options, PracticeERP is worth a look because it was built specifically for CPA firms that want ...

Hi Jen, I recommend using a professional background check service that can access local police records, international criminal databases, and provide identity and credit verification. When I help my clients hire global employees, I use these ...

Hello. In our new client onboarding process we currently have Foreign-Owned Entities listed as a higher risk client that requires more scrutiny before we will accept the client. If we receive a new client request for a client that is foreign owned or ...